The Assets: Tax planning
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June 8, 2016Are Machines Catching Up with Human Advisors?Vanguard, Wealthfront and Personal Capital claim asset location for robos.No Comments
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May 26, 2016Are You Ready for Taxes to Get Higher?Thomas Sedoric, Wells Fargo AdvisorsYear-round tax planning is good for advisors and clients alike.Last Comment: May 26, 2016
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April 11, 2016Forget April, Taxing Tasks Should Be Year-Round EffortTax-wise, what should advisors be doing for their clients throughout the year?No Comments
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April 6, 2016Will Panama Papers Spur Suits and Shakeups in Wealth Management?Wirehouses are among some of the heaviest users of offshore companies but deny any wrongdoing.No Comments
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The Mathematics of Estate Tax PlanningThis FA-IQ Education webcast reviews the techniques financial advisors can use with their high net worth clients to protect and disburse their estates. This presentation is worth 1 CFP credit hour upon the successful completion of a 10-question quiz.
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March 1, 2016Time Running Out on File-and-Suspend LoopholeFAs and their clients are urged to use the popular Social Security strategies while they still can.No Comments
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February 24, 2016Taxpayers Hit With 400% Jump in Phishing and MalwareThe IRS identifies identity theft as a top priority among a dozen scams.No Comments
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February 12, 2016Obama’s Budget Signals Death of Many Tax BreaksCurrent proposal unlikely to pass but forewarns what’s to come.Last Comment: February 12, 2016
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February 3, 2016The Wealthy Are Worried It's 2008 ReduxMartin Leclerc explains how he's moving into the ultra high net worth market and how he's advising them.
Transcript Video [ 3:13 ] No Comments -
February 3, 2016Rise of the Machines: Tax-Loss Apocalypse?Advisors argue clients benefit from human intervention in harvesting losses.No Comments
